Method Community

I created the new table, MyRep, with only my active sales rep entries and the fields I need. However, I cannot link any fields between that table and my Customer table (from either direction).  I can probably ultimately figure out how to use actions to pull that into my email, but if I can't create a linked field, I'm unclear on how ...

Hi, Maybe I'm missing the obvious.  I'm trying to create some personalized email templates to use when we email customers their estimates. It's simple enough to create a new template, but when I use it the recipient gets my email notification but no estimate is attached.  Any thoughts? Thanks in advance for any ...

Great!

Hi Annette, Take a look at the actions on the Print Preview button of the invoice screen.  That generates a PDF of the invoice and saves to an action result.  Action results can be sent as attachments in Send Email actions.  If you put similar actions before the Send Email action on the Save & Email button, the ...

I think I got it to work by updating fields....so it saves now. However - is it possible to email Sales Orders in the same fashion I can email invoices and estimates?  There is a check box for "to be emailed" but no "Save & Email" button.  I looked at the button in the Customize Screens for the Estimates, ...

Hi Justin We've had several clients request this feature and have been working on a solution.  Currently it's working in our labs and we should have a working app by the end of the summer. 

Hi Scott -  As Val says this is not feature that method supports out of the box.  However,  it can be added using the api and a web service. We'd be happy to discuss the possiblities.

Hi Scott, Yes, if you follow that order, using the details I provided, you should be able to import the tags correctly and use them in Listbuilder.  For your step 2, you can add more fields if wish, however the fields I showed in my screenshot would be the minimum required fields to do this correctly. -Ben

@mrjonboy - I tried it myself on both FireFox and Chrome and experienced the same problem as you. Sometimes it worked, sometimes it didn't. We've been having problems with the latest version of the HTML editor we use, and are in the process of replacing it.  The "labs" version of Method has the new HTML editor, but the web ...

Hi Steven, There are a couple of ways to do it. You could retreive values from the screen for the case and assigned to and use that to create an action result with all the details and attach it as the body. For the To email address based on the assigned to you can pull that users email from the users table. -Michael